Dashboards and portals provide real-time visibility into critical data and essential resources with easy-to-configure views. Dashboards and portals are made up of different widgets associated with the different types of data you want to share. They can be shared with anyone, and are easily viewed on the mobile app.
What's a dashboard vs. a portal? It's the same functionality - just different use cases. Portals provide a centralized repository for key information for your team. They typically contain rich text, shortcut, and image widgets. A Team Portal that maintains team and department resources, providing one version of the truth, is a great example of this. Dashboards, on the other hand, provide real-time visibility into the status of the business, providing critical KPIs through metric, chart and graph, and report widgets that help users make better decisions, faster. A Sales Pipeline dashboard that highlights tasks, opportunities and other key metrics to track pipeline and performance is a perfect example of this. |
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